Conducting and concluding remote visits with each service provider
Key Takeaway
Remote signatures, such as for samples, work only with Twilio, not Microsoft Teams. Because each provider has its own visit channel, an org can offer both: Twilio for the visits that need signatures, and Teams for other visits.
A remote visit lets a field rep meet a healthcare professional (HCP) or healthcare organization (HCO) over video instead of in person. The rep schedules it from the calendar like any other visit. The visit channel selects the video provider, either Twilio or Microsoft Teams. The provider controls where the rep runs the meeting, what the rep can share, what gets tracked, and how the rep concludes the visit.
Visit channels and service providers
Each service provider needs its own visit channel. Each channel has its own meeting invitations and settings.
An org can use both Twilio and Microsoft Teams, each with its own visit channel. Running both fits companies that:
- use different providers across regions or institutions
- manage a phased transition between platforms
- accommodate different IT policies
- support hybrid engagement with HCPs
Both providers require the company to supply its own platform license.